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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,282 | $156,398-91.5% | $147,318-91.0% | $138,895-90.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.93% | 78.75%-55.8pp | 70.43%-47.5pp | 145.39%-122.5pp |
| Employer contribution / active EE | $2,038 | $4,853-58.0% | $4,593-55.6% | $4,194-51.4% |
| Participant deferral / active EE | $3,101 | $8,237-62.4% | $7,906-60.8% | $6,396-51.5% |
| Admin fee / account holder | $63 | $14,976-99.6% | $13,708-99.5% | $12,562-99.5% |